In The News

A Smarter Way to Rebalance with the BuyWrite Index (BXM)

So how can advisors and their clients rebalance portfolios without incurring capital gains? Some are turning to a Buy-Write options strategy. The “Buy” part of the phrase includes stocks that an investor already owns, while “Write” refers to using options to rebalance the risk of client portfolios in a more tax-efficient manner.

SpiderRock Advisors Named Finalist for WealthManagement.com Industry Awards

Under pressure to explore new ways to hedge their risks while cutting fee expenses, institutions are taking a fresh look at listed options — in some cases, at the expense of hedge funds. In search of great returns and limited risk, individual investors have long used listed options — a contract to buy or sell a security at a particular price — as a way to reduce risk in their portfolios.

Riding European Stocks Higher

Under pressure to explore new ways to hedge their risks while cutting fee expenses, institutions are taking a fresh look at listed options — in some cases, at the expense of hedge funds. In search of great returns and limited risk, individual investors have long used listed options — a contract to buy or sell a security at a particular price — as a way to reduce risk in their portfolios.

Want To Replace Your Hedge Fund Allocation? Here’s One Option

Under pressure to explore new ways to hedge their risks while cutting fee expenses, institutions are taking a fresh look at listed options — in some cases, at the expense of hedge funds. In search of great returns and limited risk, individual investors have long used listed options — a contract to buy or sell a security at a particular price — as a way to reduce risk in their portfolios.

Outliving Your Income Is Optional

As clients near retirement after a nine-year bull run, looking to rebalance an equity-heavy portfolio could be stymied by potential tax hits and less-than-ideal opportunities in fixed income. That’s one reason more advisors are looking at options strategies.

SpiderRock Advisors Adds StratiFi’s Option Solutions Business

SpiderRock Advisors, LLC (SpiderRock), a rapidly growing asset management firm focused exclusively on providing customized option overlay strategies to advisors and institutions, today announced that it has entered into an agreement with StratiFi Technologies Inc. (StratiFi)to add StratiFi’s investment solutions business to the company.

Am I Eligible To Use The Strategy Center?

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Maisie Hughes

Head of Family Office Services

Maisie is responsible for business development and client portfolio management for SpiderRock’s family office clients and prospects. She began her career at Goldman Sachs Asset Management, and since 2006 has worked with institutional clients in a business development capacity in both traditional and alternative asset classes. Prior to joining SRA, Maisie was a Vice President and Business Development Manager at Wellington Management Company in Boston where she worked to broaden the scope and scale of the firm’s engagement with family offices, wealth advisors and private investors. Prior to Wellington, Maisie spent 7 years on the business development team at AQR Capital Management in Greenwich, ending as a Vice President responsible for institutional sales and relationship management in the Southeast and Mid-Atlantic United States as well as Canada.